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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman BOMB No. 15450123See separate instructions. Reporting
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Obtain a copy of the 2022 IRS Form 8937 Catchmark Acquisition PDF
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Individuals or entities who have undergone a Catchmark Acquisition and need to report it to the IRS
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Taxpayers who have received stock in connection with a corporate reorganization or similar event
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IRS Form 8937 is a form used to report the acquisition of stock or other securities in a corporation or organization. The 'catchmark acquisition' refers to a specific acquisition event that needs to be documented on this form.
Form 8937 must be filed by corporations and organizations that acquire stock or other securities in a merger or acquisition transaction, which results in certain changes to the tax treatment or ownership of those securities.
To fill out Form 8937, you will need to provide detailed information about the acquisition, including the name of the acquired and acquiring entity, the date of the transaction, the types of securities involved, and how the acquisition will affect the tax treatment of those securities.
The purpose of Form 8937 is to inform the IRS and the shareholders about the tax implications of an acquisition, ensuring proper reporting of gains, losses, and changes in tax basis related to the securities involved in the transaction.
The form requires reporting information such as the name of the entities involved, the date of the acquisition, the type of securities affected, the details on the tax treatment of those securities, and any adjustments to be made to shareholders' tax bases.
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